Financial Advisor - Consultative Client Growth

Old Mutual Limited; Gqeberha; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Limited in Port Elizabeth is advertising an Advancing Financial Advisor position. The role requires a minimum of Matric, at least 12 months in financial services as a Financial Adviser, and completion of Long-term Insurance Class of Business, with FAIS qualifications such as Investments Class of Business and RE5 being advantageous.

Applicants should have a valid driver's license and own car, and will undergo criminal and credit checks.

Qualifications

• A minimum of Matric or equivalent.
• A minimum of 12 months’ financial services experience as a Financial Adviser.
• A minimum of Long-term Insurance Class of Business completion.
• Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5) – advantageous.

Skills

Consultative Selling

Customer Service

Identifying Customer Needs

Sales Opportunities

Probing Questions

Qualifying Prospects

Oral Communication

Customer Understanding

Evaluating Information

Sales Data Management

Sales Software

Strategic Selling

Strengthening Relationships

Education

Matriculation Certificate (Matric)

Job description

Old Mutual Limited in Port Elizabeth is advertising an Advancing Financial Advisor position. The role requires a minimum of Matric, at least 12 months in financial services as a Financial Adviser, and completion of Long-term Insurance Class of Business, with FAIS qualifications such as Investments Class of Business and RE5 being advantageous.

Applicants should have a valid driver's license and own car, and will undergo criminal and credit checks.